+549.4%
LYV vs TRU
+147.2%
+402.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.4% |
| 7D | -1.9% | -2.7% | +0.8% | -0.7% |
| 30D | -8.2% | -2.0% | -6.1% | -7.5% |
| 3M | -1.3% | +18.4% | -19.7% | -9.6% |
| 6M | +2.6% | +8.9% | -6.3% | -3.3% |
| YTD | +19.4% | -8.9% | +28.3% | +20.9% |
| 1Y | -2.2% | -15.9% | +13.6% | +2.0% |
| 3Y | +106.0% | -1.1% | +107.1% | +82.0% |
| 5Y | +97.7% | -35.2% | +132.9% | +122.7% |
| All | +549.4% | +147.2% | +402.3% | +376.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling